Alex Kimani

Latest articles from Alex

• Oil Markets Wrongfooted By Change In Speculative Buying

  Published 13 November 2023 | viewed 11,960 times

  Last week, oil prices logged a third straight weekly decline, sinking to the lowest level since mid-July as concerns about demand continue to replace the…

• Time To Buy The Dip As Lithium Stocks Tank?

  Published 12 November 2023 | viewed 15,980 times

  After soaring to all-time highs amid the epic lithium boom of 2021/2022, stocks of lithium producers have been badly hammered in the current year as…

• Short Sellers Circling The Clean Energy Sector

  Published 09 November 2023 | viewed 6,219 times

  Three weeks ago, shares of Israel-based solar inverter manufacturer, SolarEdge Technologies Inc. (NASDAQ:SEDG) crashed spectacularly after the company issued weak guidance for its upcoming third quarter earnings report. SolarEdge…

• All Eyes On India, Not China, For Future Oil Demand

  Published 08 November 2023 | viewed 9,273 times

  For decades, China has been the leading driver of global oil demand growth thanks to an economy that maintained a blistering growth clip for a…

• Hamas-Israel War Threatens Major Regional Energy Projects

  Published 07 November 2023 | viewed 6,960 times

  The ongoing Middle East conflict involving Israel and Gaza-based militant group Hamas has so far not significantly impacted the region’s oil and gas flows, exactly…

• The Problem With Refilling The Strategic Petroleum Reserve

  Published 06 November 2023 | viewed 47,969 times

  Last year, the Biden administration conducted the largest ever sale from the Strategic Petroleum Reserve (SPR) to the tune of 180 million barrels, in a bid to…

• A Less Hawkish Fed Could Jumpstart The Oil Price Rally

  Published 05 November 2023 | viewed 8,323 times

  In recent times, fears of a spillover in the conflict between Israel and Hamas, which could embroil Iran and its allies in the region, have…

• Is This The Moment Of Truth For The EV Industry?

  Published 02 November 2023 | viewed 6,309 times

  A casual glance at key trends in electric vehicle markets suggests that the much-hyped EV revolution is very much alive and well. In the U.S.,…

• Europe’s Wind Energy Giants Brace For Massive Losses And Writedowns

  Published 02 November 2023 | viewed 5,069 times

  The malaise spreading through the renewable energy industry that started in late October when we reported that shares of Israel-based SolarEdge Technologies Inc. (NASDAQ:SEDG) suffered their biggest crash in…

• Standard Chartered: $98 Oil Is Well Supported By Fundamentals

  Published 01 November 2023 | viewed 9,606 times

  Oil prices have been a rollercoaster over the past couple of months as negative catalysts frequently outshine the positive ones and vice-versa. In recent times,…

• Why Big Oil Stocks Are Selling Off Right Now

  Published 30 October 2023 | viewed 24,253 times

  Earnings season is well and truly underway, with half of S&P 500 companies having returned their Q3 2023 earnings scorecards. Unlike recent seasons, the current one…

• Global Carbon Market Hits $800 Billion Despite Dwindling Trade Volumes

  Published 28 October 2023 | viewed 5,611 times

  A few days ago, we reported that green and socially responsible investments, aka ESG (Environmental, Social, and Governance) investing, have slowed down dramatically amid multi-year highs in…

• Oil Price Rally Reverses Despite Tightening Market Fundamentals

  Published 26 October 2023 | viewed 10,816 times

  The oil price rally has failed to gain any kind of momentum three weeks after tensions in the Middle East escalated despite market fundamentals strengthening. Brent…

• Scandinavia May Hold The Key To Western Critical Minerals

  Published 26 October 2023 | viewed 3,908 times

  One year after Congress passed the historic Inflation Reduction Act (IRA), the U.S. remains as reliant on China as ever for critical minerals, materials and…

• AI Industry’s Power Demand Is Skyrocketing Globally

  Published 25 October 2023 | viewed 3,149 times

  Artificial Intelligence (AI) has emerged as one of the biggest secular megatrends of our time. AI is powering the fourth industrial revolution and is increasingly…

• America’s Founding Oil Barons Are Ditching Fossil Fuels

  Published 24 October 2023 | viewed 15,571 times

  Over the past decade, green and socially responsible investments, aka ESG (Environmental, Social, and Governance) investing, have emerged as one of the biggest investment megatrends…

• Why Solar Stocks Are Plunging Right Now

  Published 22 October 2023 | viewed 13,889 times

  Shares of Israel-based solar inverter manufacturer, SolarEdge Technologies Inc. (NASDAQ:SEDG) have cratered more than 30% in Friday’s intraday session a day after the company issued weak guidance for its…

• Lithium Price Crash Could Trigger Shortages From 2025

  Published 19 October 2023 | viewed 11,283 times

  Over the past few years, the lithium markets exploded as the electrification drive went into overdrive. EV makers like Tesla Inc. (NASDAQ:TSLA) have been scrambling to secure supplies amid…

• China’s Oil And Commodity Imports See Robust Growth

  Published 19 October 2023 | viewed 2,789 times

  Concerns about the waning strength of China's economy have been weighing heavily on many commodity and financial sectors in the current year. Economic pundits have…

• Oil Markets Underestimating The Risk Of A Middle East Blowout

  Published 18 October 2023 | viewed 12,421 times

  Last week, the Israeli government ordered its state-run electricity company to halt power supply to the Gaza Strip days after Palestinian militant group Hamas launched a surprise…